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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
51	51 Pegasystems PEGA $5.9B	142	+1	+0.7%	$571M
52	52 Comscore SCOR $57.7M	135	-2	-1%	$1.02B
53	53 8x8 Inc EGHT $296M	131	+8	+7%	$662M
54	54 SPS Commerce SPSC $3.08B	131	-12	-8%	$1B
55	55 DELISTED ENVESTNET, INC. ENV	128	+13	+11%	$1.2B
56	EBIX 56 DELISTED Ebix Inc EBIX	126	0	0%	$452M
57	ECOM 57 DELISTED CHANNELADVISOR CORPORATION ECOM	116	+26	+29%	$848M
58	58 DELISTED PROS Holdings PRO	114	-4	-3%	$768M
59	59 Calix CALX $2.31B	112	-5	-4%	$270M
60	60 HealthStream HSTM $1.03B	111	-14	-11%	$483M
61	61 DELISTED Brightcove, Inc. BCOV	107	-16	-13%	$191M
62	62 Veeva Systems VEEV $50.4B	104	+17	+20%	$959M
63	LGTY 63 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	98	+14	+17%	$200M
64	64 OneSpan OSPN $653M	94	-1	-1%	$142M
65	65 Agilysys AGYS $3.18B	81	0	0%	$243M
66	CSLT 66 DELISTED CASTLIGHT HEALTH, INC. CSLT	78	+78	–	$512M
67	67 RELX RELX $66.7B	76	+6	+9%	$282M
68	68 RingCentral RNG $6.47B	74	+15	+25%	$350M
69	MRIN 69 DELISTED Marin Software MRIN	69	+1	+1%	$148M
70	BNFT 70 DELISTED Benefitfocus, Inc. BNFT	67	-1	-1%	$847M
71	71 DELISTED MODEL N, INC. MODN	55	+3	+6%	$113M
72	72 WIX.com WIX $3.3B	52	+2	+4%	$457M
73	73 Descartes Systems DSGX $7.56B	51	+2	+4%	$638M
74	74 NRC Health Common Stock NRC $468M	50	-1	-2%	$83.1M
75	75 Digimarc Corp DMRC $146M	49	+8	+20%	$92.4M